Geneos Wealth Management’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-75
| Closed | -$2.08K | – | 2916 |
|
|
2025
Q2 | $2.08K | Sell |
75
-75
| -50% | -$1.98K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $4K | Buy |
150
+75
| +100% | +$2.09K | ﹤0.01% | 2811 |
|
|
2024
Q4 | $2.11K | Sell |
75
-1,000
| -93% | -$29.1K | ﹤0.01% | 2583 |
|
|
2024
Q3 | $31.1K | Sell |
1,075
-200
| -16% | -$5.49K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $33.5K | Hold |
1,275
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q1 | $34.6K | Sell |
1,275
-300
| -19% | -$7.82K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $40.2K | Hold |
1,575
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q3 | $36.4K | Hold |
1,575
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q2 | $38.6K | Hold |
1,575
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q1 | $36.9K | Sell |
1,575
-700
| -31% | -$16.1K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $49.7K | Buy |
2,275
+75
| +3% | +$1.63K | ﹤0.01% | 1063 |
|
|
2022
Q3 | $43K | Sell |
2,200
-325
| -13% | -$7.27K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $54K | Hold |
2,525
| – | – | ﹤0.01% | 1249 |
|
|
2022
Q1 | $62K | Buy |
+2,525
| New | +$62.5K | ﹤0.01% | 1284 |
|
Geneos Wealth Management's MOTE Position: Q3 2025 in Review
Geneos Wealth Management sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q3 2025, closing a stake of 75 shares — an estimated $2.08K sold.
Geneos Wealth Management first reported a position in MOTE in Q1 2022 and held it in 14 quarters. The position peaked at $62K in Q1 2022. 0 funds tracked by Wall St. Rank hold MOTE as of Q3 2025.
- Geneos Wealth Management reported no remaining VanEck Morningstar ESG Moat ETF position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 75 VanEck Morningstar ESG Moat ETF shares in Q3 2025, an estimated $2.08K.
- Geneos Wealth Management first reported a position in VanEck Morningstar ESG Moat ETF in Q1 2022 and held it in 14 quarters.
- Geneos Wealth Management's VanEck Morningstar ESG Moat ETF position peaked at $62K in Q1 2022.
- 0 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.